Retirement Wealth Solutions LLC
MARSHFIELD WI · SEC CIK 0002044741
$1.81亿2026Q2 申报市值
803持仓数
60.4%前十大占比 · 第一大 15.1%
30 / 51新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IVV 加仓+$469.77万
CORO 新建仓+$144.24万
IUSB 加仓+$140.67万
IALT 新建仓+$85.88万
GGOV 新建仓+$71.47万
2026Q2 卖出最多 按季末市值估算
QUAL 减仓-$136.86万
EFV 减仓-$117.28万
VOO 减仓-$103.50万
IEMG 减仓-$92.23万
IAGG 减仓-$80.25万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| HEFA | ISHARES TR | $19.79万 | 0.11% | 4,218 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $26.64万 | 0.15% | 887 | -234 | -20.9% | -$7.03万 | 减仓 |
| AMAT | APPLIED MATLS INC | $27.46万 | 0.15% | 380 | 2 | 0.5% | $1,445 | 加仓 |
| TFI | SPDR SERIES TRUST | $32.85万 | 0.18% | 7,173 | -6,922 | -49.1% | -$31.70万 | 减仓 |
| IWF | ISHARES TR | $34.57万 | 0.19% | 2,784 | 372 | 15.4% | $4.62万 | 加仓 |
| USMV | ISHARES TR | $39.31万 | 0.22% | 4,075 | 1,725 | 73.4% | $16.64万 | 加仓 |
| EMXC | ISHARES INC | $42.32万 | 0.23% | 4,137 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $46.54万 | 0.26% | 6,163 | 145 | 2.4% | $1.09万 | 加仓 |
| AMZN | AMAZON COM INC | $60.75万 | 0.33% | 2,549 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $62.04万 | 0.34% | 7,257 | -20 | -0.3% | -$1,710 | 减仓 |
| GGOV | BLACKROCK ETF TRUST II | $71.47万 | 0.39% | 14,211 | 14,211 | — | $71.47万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $71.47万 | 0.39% | 9,736 | 55 | 0.6% | $4,037 | 加仓 |
| AAPL | APPLE INC | $71.69万 | 0.40% | 2,478 | 4 | 0.2% | $1,157 | 加仓 |
| OEF | ISHARES TR | $76.00万 | 0.42% | 2,077 | -87 | -4.0% | -$3.18万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $82.46万 | 0.45% | 4,121 | 47 | 1.2% | $9,405 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $85.88万 | 0.47% | 30,617 | 30,617 | — | $85.88万 | 新建仓 |
| ITA | ISHARES TR | $88.77万 | 0.49% | 3,662 | 681 | 22.8% | $16.51万 | 加仓 |
| MSFT | MICROSOFT CORP | $90.94万 | 0.50% | 2,438 | -33 | -1.3% | -$1.23万 | 减仓 |
| IWB | ISHARES TR | $93.12万 | 0.51% | 2,274 | 39 | 1.7% | $1.60万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $101.75万 | 0.56% | 2,750 | -10 | -0.4% | -$3,700 | 减仓 |
| GOVT | ISHARES TR | $107.75万 | 0.59% | 47,299 | 7,261 | 18.1% | $16.54万 | 加仓 |
| MBB | ISHARES TR | $108.86万 | 0.60% | 11,517 | 1,776 | 18.2% | $16.79万 | 加仓 |
| IJH | ISHARES TR | $109.78万 | 0.60% | 14,237 | -3,600 | -20.2% | -$27.76万 | 减仓 |
| TLH | ISHARES TR | $114.93万 | 0.63% | 11,453 | -1,691 | -12.9% | -$16.97万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $118.04万 | 0.65% | 2,359 | -10 | -0.4% | -$5,004 | 减仓 |
| IYW | ISHARES TR | $121.26万 | 0.67% | 4,808 | 0 | 0.0% | — | 不变 |
| LMUB | ISHARES TR | $135.93万 | 0.75% | 26,539 | 7,647 | 40.5% | $39.17万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $136.07万 | 0.75% | 42,815 | 6,663 | 18.4% | $21.18万 | 加仓 |
| QUAL | ISHARES TR | $138.53万 | 0.76% | 6,313 | -6,237 | -49.7% | -$136.86万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $144.24万 | 0.79% | 39,410 | 39,410 | — | $144.24万 | 新建仓 |
| IEFA | ISHARES TR | $162.60万 | 0.90% | 16,836 | 551 | 3.4% | $5.32万 | 加仓 |
| MTUM | ISHARES TR | $164.41万 | 0.91% | 4,796 | -1,577 | -24.7% | -$54.06万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $178.40万 | 0.98% | 35,417 | 3,373 | 10.5% | $16.99万 | 加仓 |
| MUB | ISHARES TR | $184.29万 | 1.02% | 17,124 | 3,105 | 22.1% | $33.42万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $194.48万 | 1.07% | 45,112 | -13,847 | -23.5% | -$59.69万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $252.04万 | 1.39% | 36,565 | 317 | 0.9% | $2.19万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $259.72万 | 1.43% | 55,483 | -343 | -0.6% | -$1.61万 | 减仓 |
| AGG | ISHARES TR | $263.53万 | 1.45% | 26,624 | 2,204 | 9.0% | $21.82万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $266.22万 | 1.47% | 34,709 | -713 | -2.0% | -$5.47万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $301.22万 | 1.66% | 57,136 | -2,601 | -4.4% | -$13.71万 | 减仓 |
| EFV | ISHARES TR | $368.62万 | 2.03% | 48,153 | -15,320 | -24.1% | -$117.28万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $377.12万 | 2.08% | 15,317 | -655 | -4.1% | -$16.13万 | 减仓 |
| EFG | ISHARES TR | $398.43万 | 2.20% | 32,023 | 2,683 | 9.1% | $33.38万 | 加仓 |
| IUSB | ISHARES TR | $456.64万 | 2.52% | 98,948 | 30,481 | 44.5% | $140.67万 | 加仓 |
| IEMG | ISHARES INC | $512.02万 | 2.82% | 61,809 | -11,133 | -15.3% | -$92.23万 | 减仓 |
| IVE | ISHARES TR | $551.05万 | 3.04% | 24,269 | -355 | -1.4% | -$8.06万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $604.41万 | 3.33% | 77,578 | 1,083 | 1.4% | $8.44万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $623.24万 | 3.43% | 104,413 | -3,972 | -3.7% | -$23.71万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $659.76万 | 3.64% | 136,230 | 1,434 | 1.1% | $6.94万 | 加仓 |
| IVW | ISHARES TR | $693.33万 | 3.82% | 50,413 | 3,424 | 7.3% | $47.09万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $780.05万 | 4.30% | 114,697 | 9,066 | 8.6% | $61.66万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,527.74万 | 8.42% | 214,420 | -6,823 | -3.1% | -$48.61万 | 减仓 |
| IVV | ISHARES TR | $2,273.67万 | 12.53% | 30,361 | 6,273 | 26.0% | $469.77万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,737.45万 | 15.08% | 39,857 | -1,507 | -3.6% | -$103.50万 | 减仓 |